Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US CORE EQT MKT
-
Number of holders
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297
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Total 13F shares, excl. options
-
62.4M
-
Shares change
-
+818K
-
Total reported value, excl. options
-
$1.79B
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Value change
-
+$23.5M
-
Number of buys
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179
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Number of sells
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-86
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Price
-
$28.77
Significant Holders of DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) as of Q1 2023
310 filings reported holding DFAU - DIMENSIONAL ETF TRUST - US CORE EQT MKT as of Q1 2023.
DIMENSIONAL ETF TRUST - US CORE EQT MKT (DFAU) has 297 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 62.4M shares
.
Largest 10 shareholders include Parsec Financial Management, Inc. (4.15M shares), Sequoia Financial Advisors, LLC (3.09M shares), Aquire Wealth Advisors, LLC (2.78M shares), Allworth Financial LP (2.34M shares), Ullmann Wealth Partners Group, LLC (2.2M shares), Meridian Wealth Partners, LLC (1.81M shares), Kooman & Associates (1.81M shares), Spinnaker Investment Group, LLC (1.25M shares), AE Wealth Management LLC (1.23M shares), and BUCKINGHAM STRATEGIC WEALTH, LLC (1.17M shares).
This table shows the top 297 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.